Wayfinder Wealth Warriors
Jonathan N. Wallace, CFA®
About Jonathan
My name is Jonathan Wallace
My favorite thing to do is spend time with my wonderful wife Jamie, and my four children Jonathan, Emmet, MacKenzie, and William. I am an Eagle Scout and actively volunteer with the Boy Scouts and with my church. I am a retired and disabled U.S. Navy Submarine Veteran. I love my family, my country, submarines, my community, and my clients. I strive to live my life and run my business by the Navy Core Values of Honor Courage and Commitment. I love all things finance and investing and I genuinely enjoy helping and watching others develop and achieve their financial goals and financial peace of mind. I can talk about Warren Buffett and Charlie Munger for hours (just ask my wife.) I am a proud CFA Charter Holder (Chartered Financial Analyst Charter Holder) and believe trust is the most important quality of a financial advisor. I understand what's at stake for you and I will not let you down.
Contact
I'm always looking for new and exciting opportunities. Let's connect.
839-223-4583
About Wayfinder
Around 1500 B.C. the Polynesian people set out in voyaging canoes and crossed thousands of miles of the Pacific Ocean to settle new lands. This accomplishment is one of the marvels of all of human history. How did they do it? The "Wayfinders" used knowledge of the ocean, the night sky, astronomy, and many other techniques to explore the vast waters of the Pacific. They were bold, courageous, competent, and wise. I, Jonathan, personally had the pleasure of living in Hawaii (Oahu) for two different duty assignments while in the Navy. My family and I fell in love with the islands, the Polynesian people, and their history. I admire the Wayfinders and I hope to bring the same courage, competence, and wisdom to help YOU find your way on the path to your financial future.
Wayfinder Wealth Warriors is a fee-only fiduciary financial planning and wealth management Registered Investment Advisor. We are committed to top-notch financial planning services and putting our clients first. As a service-disabled veteran-owned business, we bring a unique perspective and we uphold the U.S. Navy Core Values of Honor, Courage, and Commitment in everything we do.
With years of experience counseling 100s of sailors, soldiers, and civilians on personal finance and investing, our founder, Jonathan Wallace CFA, is well equipped to guide you on the right path to financial success. We strive to bring you and your loved ones financial and investment peace of mind no matter how big or small your needs are. Contact us today to schedule a risk free meeting and discover how we can help you on your financial journey. Your trust and your business means the world to us. We won't let you down and together we will find the "way."
